12 Note Tasks

Acknowledge your Tasks

Your supervisor may require note corrections before approving it. They will notify you of the corrections using tasks in OnTarget.

1. Upon log-in, read any new message.

Helpful Hint: To receive email notifications when you receive a task, go to Options Preferences.

2. Check each message after reading it and the click the Acknowledge Tasks button.

1. In the Tasks section of your Dashboard, find the message so that you can open the note that requires corrections.

Helpful Hint: you may also open the note directly from the Notes section of the Dashboard.

2. Click on the note hyperlink to launch the note.

1. Review the Workflow Chart to understand the status of the note.

2. The note can only be edited when the workflow chart says “Work in Process”.

3. If it is signed, click the Unsign Note button in order to make changes.

Helpful Hint: if you are the one that realizes your note needs to be corrected and the note has already been approved, send a task to your supervisor from the Tasks tab of the note requesting they unapprove it. You can then unsign it.

1. Once the note is unsigned, make the required edits/corrections to the note.

2. Click the Save button.

3. When all corrections have been made, click the Sign Note button.

1. Go to Tasks tab of the note and edit task.

2. Select your Supervisor’s name in the ‘Assigned To’ drop-down.

3. Optionally, enter in a response.

4. Click save to save the task.